Money Talk: The Annex Wealth Management Show - SWFL

The Fed admits they were slow to respond to inflation, but March is too early for a cut. Dave Spano and Brian Jacobsen cover it all during our week in review. Find out more about IRS audits and ways to avoid red flags. 

Blame the groundhog for our chilly weather. Do we blame the huge jobs number for the Fed slow-walking interest rate cuts?  Dave Spano and Brian Jacobsen look at last week (that contained a LOT of earnings reports). We'll also explore the 4 types of retirees, the increase in Gray Divorce, and the steps to selling a business. 

Take a bow consumers, you powered Q4 GDP. Join Dave Spano and Brian Jacobsen for our Week-in-Review. They'll cover the latest in earnings and what might be the end of scattered rolling recessions.  Learn more about our Investment Committee, election year myths, Annex Ignite, and why planning for life 'in' retirement sometimes falls short. 

The Fed is open to tapering quantitative tightening. They don't want banks to come under undo pressure since small/regional banks are still struggling with CRE and deposit flight. What's that mean for the markets? Dave Spano and Brian Jacobsen discuss during the week-in-review. Learn more about Spousal Social Security, business succession planning, the ramifications of inheriting money, and why its not a good idea to cash out a 401k. 

Soft landings, straight lines, and struggles. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about QDRO's, passion assets, letdown in retirement, and how Annex assists widows. 

As yields are move back up, bonds are in retreat. What's the big picture? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. On this week's show, you'll 'Hear' the Difference from an Annex client, learn why 401k expectations should be managed, and what Generation X faces with retirement planning. 

What a year. Dave Spano and Brian Jacobsen review 2023---and cast their eyes on next year. 

Led by small caps, growth is beating value. Dave Spano and Brian Jacobsen will review the week. Great team segments include a deeper dive on insurance (how much DO you need?), what you'll encounter in the 1st five years of retirement, Ask Annex, social media investing advice, and signs you should be contributing more to your 401k. 

The transition from pause to cut can be bumpy. While we enjoyed a FOMO rally last week, what's ahead? Dave Spano and Brian Jacobsen tackle our Week-in-Review. We'll also share details about our Portfolio Review process, letdown in retirement, net unrealized appreciation, and retirement killers. Branch director Robert Chastain shares some 2024 financial goals worth considering. 

The market says inflation is in the rearview mirror. It mostly is. Dave Spano and Brian Jacobsen review the latest during the Week-in-Review. We'll also cover Estate Planning roles, the Annex Experience, tax strategies for the self-employed, and what to do with that year-end bonus.